What do you need to do right now?
Pick your door. Two tools run the day — everything else lives below them.
Opportunity Review Assistant
Paste a customer from the CRM and get the full review back: what's missing, the recommended next move, and the manager call script — ready to act on.
Open the Assistant → Managers · access key requiredVisit Tracker & Sold Ticker
The group board — every rooftop's visits, sold units, and the morning reconcile in one place. Tap a store name to open its own board.
Open the group board →Store Opportunity Boards
Each store's own morning review and follow-up board — who came in, who turned into a deal, and who is still waiting on a call. All ten rooftops.
Choose a store → Managers · every morningThe 8:00 Meeting
How the morning Customer Opportunity Review runs — twenty minutes, four questions, and a named action on every open customer.
Run the meeting → EveryoneVideo Library
Training clips from Todd — short, watchable on the floor, organized by topic.
Watch → LeadershipLeadership Review
The current project update under review, all past updates, and the team's feedback — one page.
Open →Not sure which door? If you're working a customer, it's the Opportunity Review Assistant. If you're reading the store's numbers, it's the Visit Tracker (managers — it will ask for the access key). Everything here is internal, for Cam Clark teams only.